Human handoff
Email alerts and app emails
Get an email for every new ticket, and see which other emails Lumen sends.
Ticket email alerts (Pro and above)
On Pro, Pro+ and Scale, Lumen can email your team for every new ticket: handoffs, change requests and order problems.
Alerts are sent when:
- your plan is Pro or above,
- Human handoff is on, and
- an Escalation email is set.
Free stores still get every ticket in Tickets, but no alert emails.
Set the escalation email
- Go to Apps → Lumen → Settings → Human handoff.
- Make sure the handoff toggle is on.
- Enter the address in Escalation email. If it's empty, Lumen pre-fills your Shopify account email.
- Click Save.
Use an inbox your team watches. A shared inbox works well, and so does your help desk's inbound address (Zendesk, Gorgias, Freshdesk, Help Scout and similar), so each alert becomes a help desk ticket.
If handoff is on but no escalation email is set, the dashboard shows a warning, and Lumen emails your store owner address asking you to add one.
What's in the alert
- Subject with the priority, ticket number and order number.
- Ticket number, store, order, shipment state, priority, category and sentiment.
- The customer email from the order, when available, so you can reply.
- A summary and the recommended next action.
- The policy Lumen used, if any.
- The conversation, with email addresses inside it redacted.
- An Open ticket in Lumen button.
Test it
- Open your storefront chat and verify a test order.
- Type "I'd like to talk to a person".
- Check the escalation inbox and your spam folder.
If you turned on Still need help? for the tracking page, you can also test with that.
Other emails Lumen sends
| Who gets it | When | |
|---|---|---|
| Welcome | Store owner | After install |
| Missing escalation email | Store owner | Handoff is on but no escalation email is set |
| Usage alerts | Escalation email if set, otherwise store owner | At 80% and 100% of your monthly conversations |
| Weekly report (Pro and above) | Store owner, if turned on in Settings → Weekly reports | Every Monday: ticket volume, resolution rate and shopper sentiment |
| Customer data request | Escalation email if set, otherwise store owner | When Shopify sends a customer data request. See GDPR |
Lumen doesn't email your shoppers.